Let's move forward. Together.

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• ID
• IL
• IN
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI

It's about leadership.

Kellie co-leads the Generations Private Wealth Management Team. Over the past 33 years, she has served client families through multiple market cycles, while partnering with them to navigate business transitions, liquidity events, and retirement in order to help them build and preserve a legacy that is consistent with their values. Kellie's experience, along with her knowledge of her clients' goals and values means she is often the first phone call when they need advice on issues that are impactful to their lives. 

Kellie is one of a small number of advisors who has earned the designation as a Private Wealth Advisor.

 “My team and I have intentionally limited the number of families we work with in order to ensure we provide the expertise, resources, and service necessary to work toward our goal of constantly exceeding our clients' expectations."

Experience

• Joined financial industry in 1983
• Joined UBS in 2004

Credentials

• Graduated from Hanover College
• Holds Series 7, 63, and 65 securities licenses
• Holds Life and Health Insurance licenses
• Holds CEPA® designation
• Chapter President of the Kentuckiana Exit Planning Institute

Life

• On the Board of Trustees of Spalding University
• On the Leadership Council of the Business Scholars Program at Hanover College
• Co-Founder of Kentucky's Women's Advisory Network
• Board Member of CASA (Court Appointed Special Advocates)
• Married to John Sheryak for almost 30 years
• Has two adult children

• Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron's Top 1,000 Financial Advisors, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Certified Exit Planning Advisor

• AL
• AR
• AZ
• CA
• CO
• CT
• FL
• GA
• ID
• IL
• IN
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI

It's about legacy.

Joe co-leads the Generations Private Wealth Management team, offering more than 40 years of wealth management experience. He partners with entrepreneurs, senior executives, and their families to align their business, personal, and financial goals. With a “protect first, then grow” philosophy, Joe is passionate about helping clients enhance business value, build personal financial security, and plan for life beyond the business. His approach is shaped by the lessons he learned from his father’s experiences — the rewards of entrepreneurial success and the challenges of financial uncertainty — driving his commitment to helping others achieve lasting financial well-being. Joe advises a select group of business owners and their families, offering insight and access to firm-wide expertise and opportunities. From launch and growth to expansion, final exit, and the next chapter, he brings valuable experience to support clients at every stage of the business lifecycle.

Joe is one of a small number of advisors who has earned the designation as a Private Wealth Advisor.

“We look to preserve your wealth and grow your legacy."

Experience

• Joined financial industry in 1991
• Joined UBS in 2004

Credentials

• Graduated from Merrimac College
• Holds Series 7, 63, and 65 securities licenses
• Holds Life and Health Insurance licenses
• Holds CEPA®, CFP® and CPWA® designations
• Chapter Co-President of the Boston Exit Planning Institute

Life

• Chairman, Board of Trustees of Signature Healthcare
• Past Chairman of the Foundation, Signature Healthcare 
• Married to Kathy Drier for 30 years
• Loving Father of an adult daughter Megan and his late son, JP. JP, who passed away in 2023 due to complications from Type 1 diabetes, left a lasting impact on all who knew him. His words, “Find a way,” continue to inspire Joe daily — a reminder of resilience, determination, and the power of unwavering commitment

NMLS#1859411 

CA License #0D37387

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• CERTIFIED FINANCIAL PLANNER®
• Certified Exit Planning Advisor
• Private Wealth Advisor

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI

It's about trust.

John serves as the team's Account Vice President. After graduating magna cum laude in three years from Notre Dame, John earned a scholarship to attend medical school at the University of Louisville. Despite finishing the first year curriculum ranked in the top third of his class, he stepped away from the medical field to pursue the opportunity to help people with a different kind of health: their financial health. John is passionate about investing and loves the challenge of identifying ways to serve goal-oriented investors. He enacts a highly customized approach in designing and implementing client portfolios, taking into consideration long-term needs and planning for the unexpected. John partners with clients to transform a goal into a legacy.

"As someone who made his first investment on Wall Street while still in grade school, I am passionate about investing and love the challenge of identifying ways to serve goal-oriented investors."

Experience:

• John joined UBS in 2014

Credentials:

• Graduated magna cum laude in three years from the University of Notre Dame
• Holds Series 7, 63, and 65 securities licenses
• Hold Life and Health Insurance Licenses
• Holds the Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®), and Certified Exit Planning Advisor (CEPA®)

Life: 

• Married to Katie Daly. They have two sons (Jack and Mark) and serve as foster parents for St. Joseph Children's Home
• Fluent in Spanish and serves on the board of Project Latin America
• Coaches youth soccer and runs one marathon a year

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Certified Exit Planning Advisor
• Accredited Asset Management Specialist
• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• ID
• IL
• IN
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI

It's about purpose.

Connor is committed to helping clients simplify the complexity in their financial lives and focus on what's most important. He provides insight on comprehensive wealth advisory, including retirement & estate planning, cash flow analysis, asset allocation, as well as multigenerational wealth education & transfer.

Prior to joining the team, Connor served as an analyst in New York and in Chicago, during which he gained strong skillsets in investment management, comprehensive wealth planning, and business development. 

"I am passionate about collaborating with our clients and their other trusted advisors to design and implement strategies that align with their values."

Experience:

• Connor joined UBS in 2018

Credentials:

• BA from Georgetown University in Political Economy 
• MS from University of Notre Dame in Management
• Holds Series 7 and 66 securities licenses

Personal:

• State Champion in Track & Field and Cross Country while at Saint Xavier High School in Louisville.
• NCAA Division I student- athlete as an undergraduate at Georgetown University and as a graduate student at University of Notre Dame.
• Serves as a volunteer and mentor with Greenwood Project, which helps students of diverse backgrounds navigate the financial industry.
• Serves as a volunteer and mentor with American Corporate Partners, which aims to help veterans with their transition from the military to civilian workforce.
• Enjoys running, cycling, cooking and playing guitar in his free time.

• CERTIFIED FINANCIAL PLANNER®

• CA
• CT
• FL
• MA
• ME
• NH
• PA
• TX

It's about relationships.

With extensive experience in the wealth management services industry, Nancy has played a pivotal role in building and managing Joe Drier’s practice, refining the team’s capabilities and enhancing client service. Nancy is one of the few associates to complete UBS’s Family Advisory and Philanthropy Services Team Associate training – equipping her with the expertise to help families define their long-term objectives and instill their values across generations. She is passionate about engaging with the rising generations, ensuring that family legacies are not only preserved but also embraced by future leaders. She works closely with clients and their executive teams—including attorneys, CPAs, and insurance professionals—to ensure their financial life aligns with their unique philosophies and goals. As a co-leader of the engagement team, Nancy is committed to providing a highly personalized client experience. She focuses on building lasting relationships founded on trust, communication, and tailored solutions, ensuring each client receives the highest level of service and strategic guidance.

“It’s an honor and privilege to work with clients in creating legacies that matter.”

Experience

• Nancy joined UBS in 2007
• Began working in the financial industry in 1995
   

Credentials

• Holds Series 7 & 63 securities license
• Financial Paraplanner Qualified Professional (FPQP®)
  
  

Life

• Serves on various boards at her church
• Passionate gardener and avid traveler  

• Relationship Manager
• Private Wealth Relationship Manager
• Financial Paraplanner Qualified Professional™

• FL
• KY

It's about support.

By using clear communication and equipping all parties with the necessary resources, Katie helps deliver a seamless and personalized client experience in her role as a relationship manager for Kellie, John, and Connor. Whether finding solutions for clients' needs, co-leading the engagement team with Nancy, or coordinating the advisor and engagement teams, the quality of clients' experience stays at the center of everything she does.

 “I am empowered by helping those around me and challenging myself to think of better ways to care for our clients.”

Experience

• Katie joined UBS in 2018

Credentials

• Holds Series 7 & 66 securities licenses
• Graduated from Clemson University

Life

• Katie enjoys reading, traveling, and spending time outdoors exploring the trails in Kentucky

• Relationship Manager

• AL
• AR
• CA
• CO
• FL
• IL
• IN
• KY
• MA
• MI
• MN
• MO
• MS
• NC
• NY
• OH
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WI
• WY

It's about focus.

Tina serves as the Authorized Officer and Senior Wealth Strategy Associate for the team. With a longstanding career in the financial industry, she has worked in areas ranging from trust and estate administration to financial planning. In her current position, she has grown to focus on supporting the team's advisors by providing behind the scenes logistics, such as: coordinating team processes, providing investment analytics and conducting portfolio reviews. This allows her to support the team and provide the highest quality service to clients.

 “I am passionate about getting the research and analysis right so we are providing the best investment advice possible for our clients.”

Experience

• Joined UBS in 2006
• Began working in the financial industry in 1995

Credentials

• Graduated summa cum laude from Kennesaw State University
• Hold Series 7 and 66 securities licenses
• Holds Life and Health Insurance licenses

Life

• Served in the US Navy
• Avid knitter and crocheter
• Enjoys spending time with her family

• CERTIFIED FINANCIAL PLANNER®

• FL
• KY
• MA
• OH

It's about service.
Laura is the Senior Registered Client Associate at Generations Private Wealth, bringing extensive experience in financial operations and client service. With a background as a Risk Manager at Morgan Stanley and an Operations Manager at UBS, she has a strong ability to navigate complex financial matters and find effective solutions for clients. Known for her attention to detail and commitment to client service, Laura ensures a seamless experience by managing cash flow needs, coordinating asset transfers, establishing new accounts, and overseeing administrative matters. She is also a key resource for the engagement team, sharing her expertise and assisting with ongoing training. Known for her attention to detail and follow-through, Laura thrives on meeting challenges and seeing tasks through to completion. Above all, she values trust, integrity, and a client-first approach, making her an invaluable resource for both clients and her team.

Experience

• Licenses and joined UBS in 2001 

Credentials

• Holds Series 7, 9, 10 & 66 securities licenses
• Graduated from University of Kentucky in 1988

Life

• Married with two daughters
• You’ll find her on the sidelines cheering on her daughters’ sports activities and the University of Kentucky Wildcats athletic teams
• Volunteers with her family at Re: Center Ministries

Experience 

• Karen joined UBS in 2022

 Credentials

• Graduated from Murray State University with BS in Business Administration/Marketing
• Holds Life and Health Insurance License

 Life

• Karen enjoys traveling, playing golf, reading and spending time with family and friends